See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,006 | $176,812-38.9% | $146,665-26.4% | $167,490-35.5% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 11.06% | 24.03%-13.0pp | 22.74%-11.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $28 | $5,160-99.4% | $4,136-99.3% | $4,837-99.4% |
| Participant deferral / active EE | $6,293 | $6,440-2.3% | $5,506+14.3% | $6,341-0.8% |
| Admin fee / account holder | $8,515 | $13,259-35.8% | $10,280-17.2% | $12,309-30.8% |